WI
UCB

WBI Investments’s United Community Banks UCB Stock Holding History

WBI Investments’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,450
Closed -$470K – 288
2019
Q2 		$470K Buy
+16,450
New +$449K 0.04% 194
2017
Q3 		– Sell
-59,646
Closed -$1.66M – 390
2017
Q2 		$1.66M Buy
+59,646
New +$1.61M 0.07% 177

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WBI Investments's UCB Position: Q3 2019 in Review

WBI Investments sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 16,450 shares — an estimated $470K sold.

WBI Investments first reported a position in UCB in Q2 2017 and held it in 2 quarters. The position peaked at $1.66M in Q2 2017. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

  • WBI Investments reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
  • WBI Investments sold 16,450 United Community Banks shares in Q3 2019, an estimated $470K.
  • WBI Investments first reported a position in United Community Banks in Q2 2017 and held it in 2 quarters.
  • WBI Investments's United Community Banks position peaked at $1.66M in Q2 2017.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on WBI Investments's 13F filing for Q3 2019, filed 29 Oct 2019.